Share This Follow @PLRBConf

Workshops are 2 hours in length and held twice during the Conference. They address the wide variety of challenges, from coverage to investigation, from evaluation to resolution that confront adjusters and claim managers on a daily basis. Instead of "dry" lectures, you'll be encouraged to actively learn together with a large number of industry peers in every class. You'll hear the latest developments and strategies from subject experts, and learn what others across the industry, and across the nation, are doing with various claim issues and challenges. Over two days you'll be able to attend up to six two-hour workshops on a wide assortment of claim topics.

Adjusting a Slow-Developing Commercial Fraud Claim: Forged Documents, Doctored Photographs & 26 Tons of Dead Fish


J. Tyler Butts, JD, Attorney, Robinson & Cole LLP
Jack Flaherty, CPA, CFF, Partner, MDD Forensic Accountants
Houston D. Hemp, CPCU AIC AIM, , Consultant

  • Strategies for adjusting multiple, concurrent, large commercial claims made by insured under the same policy when one or more of those claims is demonstrating indicia of fraud
  • Investigative considerations when an insured seeking coverage under the policy is going through bankruptcy proceedings
  • Properly authenticate and verify submitted claim documentation when insured retains official records
  • Retain and appropriately utilize SIU or other investigative services to avoid insured allegations of collusion or bad faith
  • Anatomy of a Mega Claim: Too Large to Fail

     CPCU  DE  FL  NC  OK  RPA  TX

    Anthony DeCesare, Executive General Adjuster, Engle Martin & Associates
    Michael Driscoll, CFI, Senior Vice President, Envista Forensics
    Jonathan Lawlee, SCLA, AIC, Director, Complex Claims, Liberty Mutual Insurance
    Samuel J. Pace, Jr., Esq., Partner, Dugan Brinkmann Maginnis et al

  • Effective post-loss interaction between the carrier, insured, public adjuster, experts, local authorities, and subrogation counsel
  • Protect and preserve subrogation opportunities while balancing investigation expense and time and mitigation of damages
  • Identify and include all potential interested parties, including other subrogation plaintiffs and subrogation targets
  • Identify and preserve all sources of information on liability and damages, including documents, reports, and electronic evidence
  • Maximize and control the use of experts and consultants while minimizing costs
  • Eek! We’ve Been Hacked: First-Party Data Breach Response

     CPCU  DE  FL  NC  OK  RPA  TX

    Joshua Davis, JD, Partner, Baker Sterchi Cowden & Rice
    Joseph Niemczyk, JD, Sr. Claims Examiner, Markel Corporation
    Kristin Zieser, JD, Assistant Vice President, Willis Towers Watson

  • Identification and discovery of various data breaches leading to a first-party cyber liability claim
  • An insurer’s initial response to notice of data breach to include fact and technical investigation
  • Analyzing the insurer’s coverage obligations regarding the costs of investigating a first-party cyber liability claim related to PCI disclosure, inadvertent personal information disclosure and ransomware extortion requests
  • Working with the insured and local jurisdictions to determine notice requirements and potential liabilities associated with notice of data breach
  • Fool Me Once: A School, Daycare & Coverage Nightmare

     CPCU  DE  FL  NC  OK  RPA  TX

    Kelly Spangler, AIC AINS, Claims Specialist, Great American P&C Group
    Richard I. Woolf, JD, Partner, Baker Sterchi Cowden & Rice

  • Underwriting and fact gathering at the procurement stage
  • Investigating losses--the importance of comprehensive and time-sensitive investigations
  • Commercial property damage issues, including real property; contents; inventory; loss of use and business operations losses
  • Coverage considerations including misrepresentations; prior losses/present damages and non-covered items
  • Claim handling and adjusting--duty to find coverage
  • Hospitality in the Storm

     CPCU  DE  FL  NC  OK  RPA  TX

    Steven Korasidas, Executive General Adjuster, McLarens
    Jeff Taxier, Education & Training Manager, American Technologies, Inc.

  • Need to keep key hotel operations open following a hurricane
  • Evaluating initial vendor response as inadequate
  • Mold prevention as key opportunity area
  • Adjusting loss with a variety of key players, including local management, franchise owner and environmental hygienist, among others
  • Follow up and follow through is vital–especially once the “storm” has passed but the claim is still outstanding
  • Large Loss Financial Adjustment Decisions

     CPCU  DE  FL  NC  OK  RPA  TX

    Gary Barkman, , Executive General Adjuster, Hanover Insurance Group
    Michael A. Castillo, CPA, VP Investigative Accounting, Meaden & Moore
    Jerry Provencher, CEO/Executive General Adjuster, Provencher & Company

  • Developing a strategy for handling the large, complex loss involving multiple disciplines
  • Utilizing basic financial statements to guide early adjustment decisions including temporary operations, stock disposition, and reserves
  • Strategies and decision trees for expediting resumption of operations
  • Effective use of expert team to control loss and resume operations

    The Planning Committee and staff are finalizing the workshops to be offered at the 2019 Large Loss Conference.
    Please check back in mid-May.

    Join a prominent gathering of top-notch claim professionals and service providers from across the nation in Nashville, where we'll:

    • Evaluate a variety of large loss claim scenarios through interactive workshops and learn with the industry's best and brightest
    • Share knowledge, insight, and experience in adjustment and resolution strategies with large loss claim professionals
    • Connect with large loss adjusters and service providers from hundreds of disciplines and specialty areas

    Adjuster-led workshops encourage active audience participation, and provide an opportunity to learn from and with many of the industry's leading experts and performers. Classes are offered in three large-loss tracks:

    • Commercial Lines, Property Claims
    • Personal Lines, Property Claims
    • Casualty Claims

    Who Should Attend? Large loss claims adjusters and managers, supervisors, general adjusters and EGAs, complex case managers, senior claims management, and service providers who work with these claims. This is an excellent program for those who aspire to or are being groomed to adjust large and complex property and casualty claims within their respective organizations.

    Interacting with other insurance professionals. The educational experience. Thinking outside of the box, and being inspired to create, innovate. Challenges to the status quo, and disrupt current approaches.

    How the sessions were set up-discussion from experts on the panel, then case study and audience participation.

    Complex loss case studies and network opportunities and vendor interactions

    It was nice to mingle with other claim professionals and share experiences

    Join our mailing list